See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,290 | $32,117+90.8% | $71,086-13.8% | $64,186-4.5% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -40.33% | -5.57%-34.8pp | 650.59%-690.9pp | 7.63%-48.0pp |
| Employer contribution / active EE | $927 | $712+30.2% | $1,088-14.7% | $2,381-61.1% |
| Participant deferral / active EE | $6,182 | $1,263+389.5% | $1,874+229.9% | $3,470+78.2% |
| Admin fee / account holder | $27 | $2,759-99.0% | $3,082-99.1% | $4,888-99.4% |